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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,743 | $75,541+141.9% | $152,093+20.2% | $82,637+121.1% |
| Participation rate | 55.3% | 66.5%-11.2pp | 77.8%-22.4pp | 68.1%-12.7pp |
| Annual return | 20.46% | 32.56%-12.1pp | 66.36%-45.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $2,042 | $2,622-22.1% | $4,175-51.1% | $2,552-20.0% |
| Participant deferral / active EE | $4,729 | $3,206+47.5% | $5,451-13.3% | $4,126+14.6% |
| Admin fee / account holder | $2,182 | $6,405-65.9% | $14,497-84.9% | $7,339-70.3% |